Private Wealth Advisor

Aumni; New Braunfels (TX); On-site; USD 90,000 - 140,000; Full time

Benefits offered by this job

Health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

On-site wellness centers

Job summary

J.P. Morgan Chase is seeking a Private Client Advisor within Chase Wealth Management to offer comprehensive financial planning and tailored investment strategies to individuals and families. You will build trusted relationships, deliver personalized solutions, and leverage digital tools to enhance the investor experience.

The role emphasizes adherence to fiduciary standards, education of clients on channels, and collaboration with partners to deepen client relationships across the firm.

Qualifications

• 2+ years in a Financial Advisor role or equivalent financial services experience
• Active Series 7 and Series 66 licenses required or obtained within 60 days
• Life, Health and Long Term Care Insurance licenses required or obtained within 60 days

Responsibilities

• Build a book of business and deliver personalized investment solutions through strong relationship management.
• Provide comprehensive financial planning and advice for individuals and families.
• Educate clients on technology and channels to monitor and manage investments.
• Demonstrate deep understanding of financial markets and sound judgement.
• Maintain integrity and focus on doing right by clients at every opportunity.
• Offer holistic financial coaching beyond investments and leverage Chase referrals.

Skills

Client acquisition

Relationship building

Goals-based planning

Financial markets knowledge

Communication skills

Series 7 license

Series 66 license

Life/Health/LTC license

Education

CFP certification (preferred)

Bachelor's degree (preferred)

Job description

J.P. Morgan Chase is seeking a Private Client Advisor within Chase Wealth Management to offer comprehensive financial planning and tailored investment strategies to individuals and families. You will build trusted relationships, deliver personalized solutions, and leverage digital tools to enhance the investor experience.

The role emphasizes adherence to fiduciary standards, education of clients on channels, and collaboration with partners to deepen client relationships across the firm.